Citigroup
UPB

Citigroup’s Upstream Bio Inc UPB Stock Holding History

Citigroup’s Portfolio UPB Stock Details UPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$45.5K Sell
5,055
-1,894
-27% -$34.1K ﹤0.01% 4558
2025
Q4 		$189K Sell
6,949
-35,088
-83% -$873K ﹤0.01% 4029
2025
Q3 		$791K Buy
42,037
+30,342
+259% +$471K ﹤0.01% 3311
2025
Q2 		$128K Sell
11,695
-6,483
-36% -$59.9K ﹤0.01% 4298
2025
Q1 		$111K Sell
18,178
-8,326
-31% -$79.5K ﹤0.01% 4539
2024
Q4 		$436K Buy
+26,504
New +$592K ﹤0.01% 3928

Other funds holding UPB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DC
Decheng Capital Menlo Park, California $661M AUM 299.97% 1-Year Est. Return
ES
Enavate Sciences Menlo Park, California $352M AUM 220.14% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citigroup's UPB Position: Q1 2026 in Review

Citigroup reduced its Upstream Bio Inc (UPB) stake by 27% in Q1 2026, selling an estimated $34.1K and leaving 5,055 shares worth $45.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4558.

Citigroup first reported a position in UPB in Q4 2024 and has held it in 6 quarters since. The position peaked at $791K in Q3 2025. 140 funds tracked by Wall St. Rank hold UPB as of Q1 2026.

  • Citigroup held 5,055 shares of Upstream Bio Inc worth $45.5K as of Q1 2026.
  • Citigroup sold 1,894 Upstream Bio Inc shares in Q1 2026, an estimated $34.1K.
  • Upstream Bio Inc made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #4558 holding.
  • Citigroup first reported a position in Upstream Bio Inc in Q4 2024 and has held it in 6 quarters since.
  • Citigroup's Upstream Bio Inc position peaked at $791K in Q3 2025.
  • 140 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.